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Economic trends

Outlook and Benchmarking
Diesel price pressures will linger into 2027, experts warn
Domestic refining constraints and global trade disruptions are keeping diesel prices high, putting greater focus on fleets' net fuel costs versus headline discounts.
October 29, 2026
Five professionals participate in a panel discussion on stage with blue curtains and geometric background graphics
Freight demand
Capacity squeeze and regulatory crackdowns point to durable trucking recovery
Knight-Swift Transportation CEO Adam Miller warns that despite muted consumer demand, unprecedented regulatory crackdowns and broker liability are driving an ongoing capacity squeeze that will permanently alter future freight upcycles.
October 28, 2026
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October 22, 2026
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CCJ Top 250
Heartland Express wipes out Smith Transport debt, returns to profitability
Heartland Express returned to profitability in the third quarter of 2026 with $1 million in net income, driven by improved operating ratios, higher freight volumes, and ongoing debt reduction.
October 22, 2026
White and blue semi-truck with trailer parked on desert highway with rocky hills in background
Economic trends
A 'perfect storm' drives trailer demand
Pent-up replacement demand, tariffs and tight driver supply push carriers to buy trailers sooner rather than later.
October 21, 2026
Row of white refrigerated trailers parked side by side on dirt ground under clear blue sky
Freight demand
Don't underestimate AI's role in trucking's recovery
Without AI investment's boost to GDP, trucking faces a sobering economic reality.
October 21, 2026
Professional speaker presenting at podium with ATA logo displayed on stage backdrop
Economic trends
Truck tonnage improved in September following consecutive monthly declines
Trucking activity in the United States increased 0.8% in September after falling in the previous two months. Also: Hours-of-service, weight limit relief in Nebraska; medium-duty Cummins engine recall prompts Freightliner recall.
October 21, 2026
ATA Truck Tonnage Index chart showing September 2026 data with 0.8% increase, tracking tonnage levels from 2022 to 2026
Indicators
Fuel takes top spot on trucking's woes list, but the driver shortage is back
The American Transportation Research Institute's 2026 Top Industry Issues report revealed a shifting landscape of challenges for motor carriers.
October 18, 2026
Yellow 'Sorry Out of Use' safety tag on gas pump nozzle at service station
Economic trends
Fuel surcharges push truckload rates higher as shipment volumes edge higher
Shipments are up year over year for the second straight month, but fuel surcharges are doing most of the work on rates.
October 18, 2026
Semi-trucks parked under blue and red canopy at commercial truck stop facility
Economic trends
Rates may have 'peaked' but tight capacity keeping them high
Spot rates may have peaked, but FTR says tight capacity and enforcement will keep trucking costs elevated.
October 15, 2026
Blue Volvo semi-truck with refrigerated trailer driving on desert highway at sunset
Indicators
Fuel, capacity and peak fees push freight rates to record highs
Truckload at four-year high, while LTL tops 80% above baseline as freight costs keep climbing.
October 14, 2026
Red semi-truck backed up to warehouse loading dock with numbered bays
Economic trends
Climbing driver wages are driving up contract rates
Driver wages are pushing up contract costs as the driver pool shrinks.
October 12, 2026
Smiling truck driver in red plaid shirt steering large commercial truck on highway
Business
Border freight eases, capacity remains tight
Cross-border freight conditions is easing slightly, but tight capacity and trade policy complicate planning.
October 6, 2026
Green highway sign directing commercial trucks to International Border with downward arrow
Economic trends
Regulatory uncertainty muddies Class 8 order season
With the EPA 2027 NOx pre-buy over, attention turns to MY 2027 engine choices, costs and OEM compliance strategies.
October 5, 2026
Blue Freightliner semi-truck with white trailer driving on highway surrounded by green trees
Freight demand
Spot vs. contract: Diverging freight rates and squeezed volume
The latest U.S. Bank Freight Payment Index reveals that while contract rates climbed through the summer, spot rates moderated and shipment volumes dropped.
October 1, 2026
Industrial logistics yard with semi-trucks and colorful shipping containers under clear blue sky
Freight demand
How new regulations and AI are driving a permanent freight market shift
Experts say higher freight rates are here to stay for a while because federal regulations have tightened capacity and shifted the trajectory of the industry. They noted that technology, especially AI, will play an important role in keeping shippers, carriers and brokers profitable.
October 1, 2026
Four business professionals participate in a panel discussion on stage beneath a Trimble company logo backdrop with yellow geometric design elements.
Freight demand
Freight redistribution drives supply chain stability, report says
Geotab’s inaugural Health of U.S. Supply Chain report analyzed data from the activity of more than 6 million commercial vehicles across long-haul, regional, hub-and-spoke, last-mile and drayage.
September 29, 2026
Semi-truck with red shipping container on stylized street map background
Economic trends
Diesel tops $6.50 a gallon as truck capacity stays tight
Diesel just hit a new record, and it's shaping freight costs.
September 23, 2026
Fleet of white commercial semi-trucks parked at an industrial warehouse facility
Economic trends
Truck tonnage down for second consecutive month
ATA's Truck Tonnage Index has fallen in four of the last five months after big gains were observed to begin the year. Also: Iowa relaxes weight regs for ag haulers; truck driver arrested for alleged cargo theft.
September 23, 2026
ATA Truck Tonnage Index chart showing August 2026 data with 0.5% decline, tracking seasonal tonnage trends from 2022-2026
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Top Stories
Semi-truck with refrigerated trailer parked at illuminated gas station at night
Autonomous
NHTSA proposes driverless trucks be equipped with blue marker lights
The National Highway Traffic Safety Administration (NHTSA) proposed modernizing vehicle lighting rules to accommodate automated driving systems (ADS) by introducing optional cyan marker lamps.
Person holding multiple U.S. dollar bills in their hand
Growth strategies
More loads, tighter cash: Why trucking growth can be a financial trap
Collection of Volvo diesel and gasoline engines displayed in various configurations with red, blue, and silver finishes
Class 7-8
The little engines that could: 3 OEMs stand ready to meet EPA's strictest ever NOx limits
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Technology
Ionization technology aims to reduce fog-related vehicle accidents
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